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11 episodes with retire as you desire
Frequently, entrepreneurs experience a moment of success but then find themselves stuck, unsure of how to move forward from that point. This was also the case for Mike Malatesta, as discussed in a recent episode of The Retire As You Desire podcast. Host Bill Bloom is joined by Mike, who is not only an entrepreneur but also an investor, author, host, and creator of the How'd it Happen Podcast. Together, they delve into Mike's book Owner Shift and his upcoming ambitious goals. Mike Malatesta started his first business in 1992, seven months after being fired from a company he had dreamed he might lead one day. Over the next twenty-two years, he helped run, lead, and grow that startup, selling it for more money than he could have imagined. Mike, the How'd It Happen podcast creator, is deep into his second startup and an active early-stage investor. His mission is to help as many entrepreneurs as he can to create companies that improve people's lives and, maybe, the world. Mike lives in Wisconsin with his wife, Jamy. He's active in YPO, Abundance 360, and Vistage Worldwide. Where to find Mike: Website: https://mikemalatesta.com/LinkedIn: https://www.linkedin.com/in/mikemalatesta/ Twitter: https://twitter.com/MikeMalatesta Grab a copy of Owner Shift: How Getting Selfish Got Me Unstuck at https://amzn.to/3LpaBSY Show notes: [0:00] Breakdown or take a break [5:40] On his podcast's success [8:56] How writing the book changed his way of thinking [12:49] Mike's biggest financial goal moving forward [14:12] Where to pick up a copy of Mike's book, Owner Shift [15:35] Outro Connect with Bill Bloom Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
Frequently, entrepreneurs experience a moment of success but then find themselves stuck, unsure of how to move forward from that point. This was also the case for Mike Malatesta, as discussed in a recent episode of The Retire As You Desire podcast. Host Bill Bloom is joined by Mike, who is not only an entrepreneur but also an investor, author, host, and creator of the How'd it Happen Podcast. Together, they delve into Mike's book Owner Shift and his upcoming ambitious goals. Mike Malatesta started his first business in 1992, seven months after being fired from a company he had dreamed he might lead one day. Over the next twenty-two years, he helped run, lead, and grow that startup, selling it for more money than he could have imagined. Mike, the How'd It Happen podcast creator, is deep into his second startup and an active early-stage investor. His mission is to help as many entrepreneurs as he can to create companies that improve people's lives and, maybe, the world. Mike lives in Wisconsin with his wife, Jamy. He's active in YPO, Abundance 360, and Vistage Worldwide. Where to find Mike: Website: https://mikemalatesta.com/LinkedIn: https://www.linkedin.com/in/mikemalatesta/ Twitter: https://twitter.com/MikeMalatesta Grab a copy of Owner Shift: How Getting Selfish Got Me Unstuck at https://amzn.to/3LpaBSY Show notes: [2:15] What was it like for Mike to sell his 2nd company [6:32] Why was it important to him to bring up the next generation and teach them? [8:56] Which one of the sales of his companies was more rewarding for Mike? [11:49] Mike's new book: Owner Shift [14:58] What does Owner Shift mean? Connect with Bill Bloom Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
Bill Bloom is a family man and entrepreneur who teaches people how to make their money work for them. He is the CEO and founder of Retire as You Desire and Diane Money, two companies dedicated to helping people reach their financial goals.In this episode, you will learn the following:1. How to retire with the money you have and make it work for you2. How to build a successful business with multiple revenue streams and a great team3. How to align your values and make thoughtful decisions about who to work with and who to let go ofhttps://www.dianemoney.com/We're happy you're here! Like the pod? Follow us on all socials at @amplifywithanika and @yourbrandamplified Leave a review on Apple Podcasts Visit our website Connect with us at hello@yourbrandamplified.co
Bill Bloom is a husband and father. Family first. Bill has created the Retire As You Desire lifestyle, that helps you earn back your freedom so that you can live a purposeful and passion-filled life! He creates customized investment and retirement plans so that you can truly live how you desire. Link to the podcast page Watch the video Connect with Bill LinkedIn Bill's Podcast Income tax deduction strategies for high-income earners. Tax deferral planning for the sale of highly appreciated business, real estate, stock and collectable assets, with alternatives to the CRT, 1031, and Seller Carryback Installment Sale. For more than 20 years, our mission at BLOOM FINANCIAL - is to strive to help you reach your dreams, aspirations and goals, and hopefully achieve a little more peace of mind through cutting-edge strategic planning, state-of-the-art technology and prudent cost-effective investment management. Your Financial Success Is Paramount Our goal is to be your most trusted advisor through our experience, our knowledge, our integrity and our service. We strictly adhere to the Code of Ethics and uphold our fiduciary responsibility to act in your best interest at all times. BLOOM FINANCIAL, LLC is not owned or financially supported by any bank, brokerage firm, insurance company, or other financial institution. As your financial advocate, we employ a thorough peer-to-peer oversight review process to ensure the best possible plan design, plan implementation, plan management and maintenance. You can employ us to work with your current CPAs, attorneys and other trusted advisors or, you may engage our subject matter experts to optimize the continuity, performance and effectiveness of your personal financial life. Grateful Husband and Father Sailboat Racer Runner 4x Author 2x Podcaster Entrepreneur Strategic Coach 10x Coffee Fan Lifetime Learner All of these traits have helped me create a lifestyle full of gratefulness and abundance. I grew up in a household where my parents could not figure out how to make money work for them. Does that sound familiar to you? That is why I have created the Retire As You Desire lifestyle to help you free up your time for what matters most to you! My aim is to give you a Ritz-Carlton like experience for your money. I love to help people simplify their money and get it to work for them. Here's an ideal client opportunity. If you are one of these, please reach out to me! Grateful humans. (it's a must) Highly successful entrepreneurs who want to buy back their time. Family-oriented people. Individuals who are looking for investment help.
Our guest on today's show is Bill Bloom. Bill is a family-first, sailboat-racing, book-reading, founder of two financial companies: Bloom Financial and Diane Money. He is also the host of the podcast, “Retire As You Desire”. Bill believes in finding the right clients versus taking as many as you can get. He explains how that has impacted his business growth and how it has enabled him to have more balance in his life. In this episode, you will be able to learn the habits and mindset shifts that allow Bill to prioritize his family and the things that are most important to him. Join us today to learn about these things: His key to maintaining the balance he has achieved. (7:58) The biggest struggle when it comes to scaling a business. (11:27) Do you understand when your minimum check should be? (17:27) RESOURCES Learn more about our guest: https://www.bloomfinancialco.com/?r_done=1 https://www.linkedin.com/in/bloomfinancial/ Email: travis@travisparry.com Get Travis' newest book! Email: travis@travisparry.com Get Travis' newest book!
Do you think being part of a business in any capacity is easy? Well, try being part of 7! Just like the CEO of Ascendant Financial, Jayson Lowe, he makes running multiple businesses seem easy. So today, on The Retire As You Desire podcast, host Bill Bloom lets Jayson share how he has done it all for the past 22 years and then some. Jayson Lowe is the founder of Ascendant Financial Inc. A visionary, a gifted leader, Jayson has over 22 years of experience as a highly regarded coach, speaker, and advisor to individuals and business owners nationwide. Jayson leads a Team of Professionals, highly sought after for their strong belief in and commitment to the process of Becoming Your Own Banker, developed by the late R. Nelson Nash. This is evident in all areas of Ascendant Financial and its successful process, which works to help people achieve financial prosperity in both their personal and business lives. Jayson works closely with Accountants, Lawyers, and Strategic Partners to provide unique and unrivaled solutions that maximize our clients' wealth. He is recognized as one of Canada's top overall Advisors, author of several publications, and co-author of The Bankers' Secret, a Simple Guide to Creating Personal Wealth for Canadians. Jayson has delivered hundreds of presentations to the general public, appeared on countless stages and interviews. He is internationally recognized as one of the leading educators and implementers of Becoming Your Own Banker, The Infinite Banking Concept. Reach out to Jayson at: Website: http://www.ascendantfinancial.ca/ LinkedIn: https://www.linkedin.com/in/jayson-lowe-11056620/ Show notes: [1:12] Managing his team and the obstacles he's had in his career before Kolbe [7:49] How many free days does he take every year? [12:29] What does money mean to Jayson? [14:40] Where to find Jayson [15:51] Outro Connect with Bill Bloom Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
Do you think being part of a business in any capacity is easy? Well, try being part of 7! Just like the CEO of Ascendant Financial, Jayson Lowe, he makes running multiple businesses seem easy. So today, on The Retire As You Desire podcast, host Bill Bloom lets Jayson share how he has done it all for the past 22 years, and then some. Jayson Lowe is the founder of Ascendant Financial Inc. A visionary, a gifted leader, Jayson has over 22 years of experience as a highly regarded coach, speaker, and advisor to individuals and business owners nationwide. Jayson leads a Team of Professionals, highly sought after for their strong belief in and commitment to the process of Becoming Your Own Banker, developed by the late R. Nelson Nash. This is evident in all areas of Ascendant Financial and its successful process, which works to help people achieve financial prosperity in both their personal and business lives. Jayson works closely with Accountants, Lawyers, and Strategic Partners to provide unique and unrivaled solutions that maximize our clients' wealth. He is recognized as one of Canada's top overall Advisors, author of several publications, and co-author of The Bankers' Secret, a Simple Guide to Creating Personal Wealth for Canadians. Jayson has delivered hundreds of presentations to the general public, appeared on countless stages and interviews. He is internationally recognized as one of the leading educators and implementers of Becoming Your Own Banker, The Infinite Banking Concept. Reach out to Jayson at: Website: http://www.ascendantfinancial.ca/ LinkedIn: https://www.linkedin.com/in/jayson-lowe-11056620/ Show notes: [1:55] How Jayson started creating content [3:53] On his multiple companies and what he does [8:47] Jayson's Kolbe score and tendencies [10:52] Outro Connect with Bill Bloom Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
In this episode of The Retire As You Desire podcast, I will talk about money with fellow Podcaster, Creator, and Founder of Reaching Beyond Experience, Kyle Depiesse. He shares the importance of creating a work-life balance that allows growth in your career while ensuring that personal and family life is not hindered or hampered. He also talks about starting his own business, being a stay-at-home dad, and now having more time for family, rest, and relaxation. Kyle Depiesse is the Creator and Founder of Reaching Beyond Experience, rooted in assisting others in achieving their highest level of fulfillment in how they connect with others, connect with themselves, and build their careers. Leveraging 15 years of business and education management, he has formulated programs, retreats, and 1:1 coaching offerings to help his clients get the clarity they need to build their definition of a fulfilling life. You can reach Kyle at: Website: https://kyledepiesse.com/ LinkedIn: https://www.linkedin.com/in/kyledepiesse/ IG: https://www.instagram.com/kyle_depiesse/ Listen to his podcast, Reaching Beyond: https://podcasts.apple.com/us/podcast/reaching-beyond/id1500137598 Show notes: [1:12] On being able to do what he truly wants [2:53] How he enjoys being a business owner [5:06] Being able to be a stay-at-home dad [6:38] What does money mean to Kyle? [8:05] Where to connect with Kyle and listen to his podcast [9:55] Outro Connect with Bill Bloom Web: www.bloomfinancialco.com https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us LinkedIn: www.linkedin.com/in/bloomfinancial FB: facebook.com/retireasyoudesirepodcast Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
Financial expert and entrepreneur Bill Bloom is here to share his insights on creating wealth, achieving goals, and managing time. Bill's entrepreneurial journey began when he was out of college and began his own financial advisory company. He has always been good at seeing the value in things, a skill that has come in immensely handy in his business ventures.Bill is no stranger to the entrepreneurial struggle of keeping balance; he and his wife have two young children and a busy lifestyle. Yet despite all of their commitments, they have found ways to prioritize what is important to them. When cash flow started coming in, Bill decided to invest in his business and in his family's future.Tune in alongside host Liam Leonard to figure out–really figure out–what's important to you–and not from the standpoint of others around you. Learn to be mindful of the people in your life and how they fit into your priorities. Are they supportive of your goals and dreams? Break down your goals into achievable pieces, and create the time freedom that you deserve on this episode of The Prosperity Perspective. 3 Key TakeawaysHaving money is not what makes you feel wealthy. Having consistent cash flow is. Learn to identify how to create the latter in this episode. Figure out what's important to you first and foremost; how will you free up your time to do what YOU want?Pay careful attention to the people and places that you surround yourself with. Are they helping to achieve your goals, or do you need to change it up?ResourcesWho Not How by Dan Sullivandianemoney.comRetire as You Desire PodcastWebsite: https://www.bloomfinancialco.com/LinkedInAbout Bill BloomBill is a husband and father. Family first. He is a sailboat racer, classic car driver, author, podcaster, multiple business owner, Strategic Coach 10x member, and a lifetime learner.Bill has created the Retire As You Desire lifestyle that helps you earn back your freedom so that you can live a purposeful and passion-filled life! He creates customized investment and retirement plans so that you can truly live how you desire.He specifically helps high level entrepreneurs and grateful people to truly get their money in order.
Bill Bloom, President of Bloom Financial Company, Founder of the Diane Money® app, and Podcast Host of ‘Retire as You Desire,” joins me on today's episode of Bridging The Gap. Bill shares his advocacy of effective time management, and how he taught himself to split his week into three parts. He dives into how he incorporates this mentality and has time for his family. We also had a fun conversation surrounding how to help clients navigate the idea of “Retire as You Desire,” technology advancements and how these are helping clients to grow in their financial journey, as well as how to overcome the challenges of fast-moving technology advancements. Bill and I also discuss the importance of saying, “No,” how doing less is sometimes more, and knowing and understanding that you can't please everyone all the time. Guest Bio: Bill Bloom is an independent financial planner and principal of Bloom Financial Company. He helps individuals and business owners understand their current financial situations, define future goals, and develop a strategy that is flexible and will allow them to reach their retirement objectives. Bill helps clients “Retire as You Desire” by providing them with meaningful strategies to a wide range of financial matters including: investments, risk management, tax planning as well insurance needs analysis. Bill Bloom is all about working with people who want to have a bigger and better financial future for themselves and their families. Bill focuses his time and energy on his clients. The clients' success is the main focus of Bill's practice and it is the reason why he is in business. Bill created a Navigation Process that is designed to help you identify the dangers, opportunities and strengths in your current financial plan so that you can Retire As You Desire. Clients will receive top-notch service in a professional and customized manner. Goals and concerns are listened to and strategies are created to help you reach your objectives.
Often, entrepreneurs hit success, and then it just stops there in that one success. They get stuck, and then they don't know how else to move on from there. The same is true for Mike Malatesta. In this episode of The Retire As You Desire podcast, host Bill Bloom is joined by Entrepreneur, Investor, Author, Host & Creator of How'd it Happen Podcast to talk about Mike's book Owner Shift and his next big goal. Mike Malatesta started his first business in 1992, seven months after being fired from a company he had dreamed he might lead one day. Over the next twenty-two years, he helped run, lead, and grow that startup, selling it for more money than he could have imagined. Mike, the How'd It Happen podcast creator, is deep into his second startup and an active early-stage investor. His mission is to help as many entrepreneurs as he can to create companies that improve people's lives and, maybe, the world. Mike lives in Wisconsin with his wife, Jamy. He's active in YPO, Abundance 360, and Vistage Worldwide. Where to find Mike: Website: https://mikemalatesta.com/ LinkedIn: https://www.linkedin.com/in/mikemalatesta/ Twitter: https://twitter.com/MikeMalatesta Grab a copy of Owner Shift: How Getting Selfish Got Me Unstuck at https://www.amazon.com/Owner-Shift-Getting-Selfish-Unstuck/dp/1544523912/ Show notes: [2:15] What was it like for Mike to sell his 2nd company [6:32] Why was it important to him to bring up the next generation and teach them? [8:56] Which one of the sales of his companies was more rewarding for Mike? [11:49] Mike's new book: Owner Shift [14:58] What does Owner Shift mean? [23:22] Breakdown or take a break [29:13] On his podcast's success [32:17] How writing the book changed his way of thinking [36:11] Mike's biggest financial goal moving forward [37:34] Where to pick up a copy of Mike's book, Owner Shift Connect with Bill Bloom Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
Success to Significance: Life After Breaking Through Glass Ceilings
The traditional way of thinking about retirement is that you need an income sufficiently high to support yourself. But what if we could help guide your path in life so it's all spelled out for success? In today's episode, Jen sits down with guest Bill Bloom as he shares what it takes to eliminate debt and increase your savings to retire as you desire! Are you a successful professional, ready to share your story? Email admin@jenduplessis.com to get scheduled! Love the show? Subscribe, rate, review, and share! Learn more about Bill Bloom: Bill Bloom is a husband and father. Family first. He is a sailboat racer, classic car driver, author, podcaster, multiple business owner, Strategic Coach 10x member and a lifetime learner. Bill has created the Retire As You Desire lifestyle, that helps you earn back your freedom so that you can live a purposeful and passion-filled life! He creates customized investment and retirement plans so that you can truly live how you desire. He specifically helps high level entrepreneurs and grateful people to truly get their money in order. Get in Touch With Bill: Email: bill@bloomfinancial.us LN Podcast - Retire as you Desire Learn more about your ad choices. Visit megaphone.fm/adchoices
In today's episode, Lisa, David and Guy welcome Bill Bloom to the show.Bill is a Financial Advisor, Strategic Coach and the Host of the "Retire As You Desire" Podcast.Some of the topics discussed include: the differences between the approach to technology of the finance industry and law firms; why technology is constantly evolving and the importance of keeping up with those changes; and how understanding the demands of the client can make companies more efficient moving forward.Guy Remond can be found here:LinkedInTwitterEmailDavid Zumpano can be found here:LinkedInWebsiteLisa Roser can be found here:LinkedInGUIDR can be found here:Guidr.LegalBill Bloom can be found here:LinkedIn
Todays guest, Bill Bloom who is a retirement and investment expert, president of Bloom Financial, that helps discover how to save money for the retirement of your dreams, author and podcaster.Bill Bloom is a husband and father. Family first. He is a sailboat racer, classic car driver, author, multiple business owner, Strategic Coach 10x member and a lifetime learner.Bill has created the Retire As You Desire lifestyle, that helps you earn back your freedom so that you can live a purposeful and passion-filled life! He creates customised investment and retirement plans so that you can truly live how you desire. He specifically helps high level entrepreneurs and grateful people to truly get their money in order.Today, Bill shares his own story and explains how to save money for the retirement of your dreams.To find out more about Bill go to:LWebsite: https://www.bloomfinancialco.com/LinkedIn: https://www.linkedin.com/in/bloomfinancial/Podcast: https://www.retireasyoudesirepodcast.com/Oh and don't forget leave a comment and most importantly subscribe to the show!Also if you're a business or startup that is need of growth taking it to the next level I've co-founded the Peak Wealth Network - The Mastermind Group. Build your network, create strong daily habits, get high value feedback, collaboration opportunities and inspirational guest speakers. Challenge yourself and others in a supportive growth mindset environment.You do not have to grow your business on your own we can support each other. Scale your business surrounded with like minded people. Growth focused, networking and knowledge based designed to grow exponentially within six months.Book In A Call! - Connect CallConnect/Follow Us - Peak Wealth Network - The Mastermind GroupTweet Me! - @ChetHiraniInstagram! - @ChetHiraniFacebook! - https://www.facebook.com/NotYourOrdinaryCoachConnect/Follow Me! - https://www.linkedin.com/in/chethirani/Find Me! - https://notyourordinarycoach.comEmail Me! - GetInTouch@NotYourOrdinaryCoach.comAlso Get Recharge in 21 Days an intensive program designed to give you the insight of what really matters to you and how you will take immediate action. Tailored to your needs using the 5 States of Optimisation - START HERE!Interested to get in on this success? Work With Chet
In this podcast, Anna is with Bill Bloom, a husband, and a father. He's also a sailboat racer, classic car driver, author, podcaster, multiple business owner, Strategic Coach 10x member, and a lifetime learner. Bill has created the Retire As You Desire lifestyle, that helps you earn back your freedom so that you can live a purposeful and passion-filled life! He creates customized investment and retirement plans so that you can truly live how you desire. He specifically helps high-level entrepreneurs and grateful people to truly get their money in order. Let's know some tips and learn how we can be successful to have that freedom financially. They also talked about: 02:36 How did it all start with Bill's journey 05:14 Anything that he can share to help the listeners to be optimistic 08:04 Anything that he can share to help listeners manage their finances better 10:55 Let's know more about his book 13:11 How can he help people with what he does and the projects he's working on 16:44 What skills, knowledge or mindset do successful people have 20:21 What does freedom mean for him Bill also taught us that we need to focus on one thing that's going to generate an income. Then, expand from there and work on your growth. Quotes: “But when you grow up with pain, it's only up to you to tell the story. Is it going to be painful? Is it going to be a positive and I've turned it into a positive? I'm a grateful person. I'm an optimist by nature because my parents were not. So I chose at a very young age not to be like that. It's all choices. And it's been a really great process ever since.” “Number one, because if you are taking care of yourself, that opens up your brain to really know ideas, opportunities, thoughts, the surroundings, the people who are around you. Number two, as I always say, It's okay. And you probably should fire some friends or fire some family.” “So be honest with yourself, because all progress starts when you tell yourself the truth. And that's the hardest thing we go through in life. But it's no one else's opinion. It's no one else's thoughts that matter. Focus on what you want, and go after it. But understand the habits it's going to take to actually make you get there.” “When you write down your goals, magical things happen, you know, I have the sign behind my head, write it down, watch it happen. It's a great reminder, but when you write down where you're spending your money, keeping track of it, I wrote the Your Money journal, so you can bring it along with you and make it painful on purpose.” “ If you feel pain, if you feel pressure and you get stressed out about it, go up to someone who's wealthy and ask them what made you successful.” “The people who are really successful are very clear on what they do and what they do every day, they set up their day, the night before they journal, they talk to their spouse, or they write down what they're grateful for and they exercise.” “Freedom means being able to take my son to school, freedom means being able to pick him up from school at the time that I choose to because I'm in control of my time and allowing money to work for me for my family. ” Bill Bloom Check out Bill Bloom social media accounts Website: https://www.bloomfinancialco.com/ LinkedIn: https://www.linkedin.com/in/bloomfinancial/ Podcast: https://www.retireasyoudesirepodcast.com/ Do you want to be a speaker/guest on my podcast? Book a call here: https://calendly.com/annadavidson/interview ------------------------------------------------------------------------ GET THIS FREE EBOOK: Manifesting with Visualisation: http://bit.ly/3q46nDr 5 Steps To Make More Money From Home by Selling Professionally On Amazon: https://bit.ly/3A6uCq1 Check these out: Amazon Profits Accelerator (Free 3-Day Webinar): https://bit.ly/34e9cJh Amazon 101 Academy: https://bit.ly/3gvJO6l Amazon 101 Academy-Self Study: https://bit.ly/3n53DUS Make Sh*t Happen Membership: https://bit.ly/37MtCdg Join Tribe My Facebook Group Your Freedom Project https://www.facebook.com/groups/YourFreedomProject2020/ Visit My Website Here: https://theannadavidson.com/ You can also reach Anna on her socials: Instagram - @theannadavidson Facebook - Anna Davidson YouTube - @theannadavidson
Join us as we discuss with Bill Bloom how to save money, keep track of your finances, and invest properly so you are able to retire being completely financially free. #ABandP #BizHelpForYouWebsite: https://www.bloomfinancialco.com/Bill Bloom is a husband and father. Family first. He is a sailboat racer, classic car driver, author, podcaster, multiple business owner, Strategic Coach 10x member and a lifetime learner.Bill has created the Retire As You Desire lifestyle, that helps you earn back your freedom so that you can live a purposeful and passion-filled life! He creates customized investment and retirement plans so that you can truly live how you desire. He specifically helps high level entrepreneurs and grateful people to truly get their money in order.To learn more about Affordable Bookkeeping and Payroll, visit: https://affordablebookkeepingandpayro... I'm Candy Messer, President of Affordable Bookkeeping and Payroll and Podcast Host of Biz Help For You. This channel will share helpful information for you to run a successful business including tips in the areas of bookkeeping, payroll, sales tax, business licenses, and other compliance PLUS information I share from experts in other fields.To find even more helpful information, visit my blog at https://affordablebookkeepingandpayro
In this special episode of the Retire As You Desire podcast, it's Bill's turn to answer questions from his good friend Justin Breen. In celebration of Bloom Financial turning 8, Bill gives us a peek at his personal life with his wife and son, James. Bill and Justin also talk about his early beginnings and what made him decide to be an entrepreneur. Tune in to learn more about Bill in this interview by Justin Breen. If you want to check who Justin Breen is and what he does:LinkedIn: https://www.linkedin.com/in/justinbreen1/ Web: https://www.brepicllc.com/ Show notes: [4:17] Family life [7:35] Bill's foundation and what made him decide to be an entrepreneur [11:21] What does Bill think makes him different? [14:37] On what attracted him to his wife [19:21] How his brain works [25:20] Where does his brain take Bill in the future? [30:02] Looking back at his life and how far he has come [32:14] How he relates to people [35:07] What's the best part about being an entrepreneur? [36:14] On soccer, his wife and his son [39:26] Why does Bill think some entrepreneurs destroy their families for their businesses? [44:51] What Strategic Coach has done for Bill [52:31] On his wife [56:00] Bill's evolution throughout the years [59:13] Outro Connect with Bill Bloom Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
In this episode of The Retire As You Desire podcast, I'm going to talk about money with fellow Podcaster, Creator, and Founder of Reaching Beyond Experience, Kyle Depiesse. He shares his journey of continuously climbing the corporate ladder but reaching burnout and drowning in debt, to finally getting that “Aha!” moment, paying the debt off, starting his own business, being a stay-at-home dad, and now having more time for family, rest, and relaxation. Kyle Depiesse is the Creator and Founder of Reaching Beyond Experience, rooted in assisting others in achieving their highest level of fulfillment in how they connect with others, connect with themselves, and build their careers. Leveraging the 15 years of business and education management, he has formulated programs, retreats, and 1:1 coaching offerings to help his clients get the clarity they need to build their definition of a fulfilling life. You can reach Kyle at: Website: https://kyledepiesse.com/ LinkedIn: https://www.linkedin.com/in/kyledepiesse/ IG: https://www.instagram.com/kyle_depiesse/ Listen to his podcast, Reaching Beyond: https://podcasts.apple.com/us/podcast/reaching-beyond/id1500137598 Show notes: [2:21] On wanting his money in order and how it happened for Kyle [6:06] How much debt was Kyle able to pay off? [9:38] How have things changed after getting his finances in order? [11:14] On being able to do what he truly wants [12:55] How he enjoys being a business owner [15:08] Being able to be a stay-at-home dad [16:41] What does money mean to Kyle? [18:08] Where to connect with Kyle and listen to his podcast Connect with Bill Bloom Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
Do you think being part of a business in any capacity is easy? Well, try being part of 7! Just like the CEO of Ascendant Financial, Jayson Lowe, he makes running multiple businesses seem easy. So today, on The Retire As You Desire podcast, host Bill Bloom lets Jayson share how he has done it all for the past 22 years, and then some. Jayson Lowe is the founder of Ascendant Financial Inc. A visionary, a gifted leader, Jayson has over 22 years of experience as a highly regarded coach, speaker, and advisor to individuals and business owners nationwide. Jayson leads a Team of Professionals, highly sought after for their strong belief in and commitment to the process of Becoming Your Own Banker, developed by the late R. Nelson Nash. This is evident in all areas of Ascendant Financial and its successful process, which works to help people achieve financial prosperity in both their personal and business lives. Jayson works closely with Accountants, Lawyers, and Strategic Partners to provide unique and unrivaled solutions that maximize our clients' wealth. He is recognized as one of Canada's top overall Advisors, author of several publications, and co-author of The Bankers' Secret, a Simple Guide to Creating Personal Wealth for Canadians. Jayson has delivered hundreds of presentations to the general public, appeared on countless stages and interviews. He is internationally recognized as one of the leading educators and implementers of Becoming Your Own Banker, The Infinite Banking Concept. Reach out to Jayson at: Website: http://www.ascendantfinancial.ca/ LinkedIn: https://www.linkedin.com/in/jayson-lowe-11056620/ Show notes: [1:55] How Jayson started creating content [3:53] On his multiple companies and what he does [8:47] Jayson's Kolbe score and tendencies [10:53] Managing his team and the obstacles he's had in his career before Kolbe [17:31] How many free days does he take every year? [22:11] What does money mean to Jayson? [24:23] Where to find Jayson Connect with Bill Bloom Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
We all have a vision of what retirement can look like and tell ourselves we're working towards it, but why can't we get there sooner? It often comes down to misconceptions and false beliefs about how to do it.That's why we're bringing on Bill Bloom, host of the Retire As You Desire Podcast. He's joining us to talk about:- the number 1 thing holding people back from earlier retirement- the type of support you need to get to early retirement- how to start building wealth even if you're in your 50's- much more!Bill is a super-connector that has helped countless people get the lifestyle they want, sooner than they expected, so don't miss this episode!⭐️ FOLLOW BILL:Connect with Bill on LinkedIn: https://www.linkedin.com/in/bloomfinancial/--------------------------------------------------------------------------------------------------------------------
Often, entrepreneurs hit success, and then it just stops there in that one success. They get stuck, and then they don't know how else to move on from there. The same is true for Mike Malatesta. In this episode of The Retire As You Desire podcast, host Bill Bloom is joined by Entrepreneur, Investor, Author, Host & Creator of How'd it Happen Podcast to talk about Mike's book Owner Shift and his next big goal. Mike Malatesta started his first business in 1992, seven months after being fired from a company he had dreamed he might lead one day. Over the next twenty-two years, he helped run, lead, and grow that startup, selling it for more money than he could have imagined. Mike, the How'd It Happen podcast creator, is deep into his second startup and an active early-stage investor. His mission is to help as many entrepreneurs as he can to create companies that improve people's lives and, maybe, the world. Mike lives in Wisconsin with his wife, Jamy. He's active in YPO, Abundance 360, and Vistage Worldwide. Where to find Mike: Website: https://mikemalatesta.com/ LinkedIn: https://www.linkedin.com/in/mikemalatesta/ Twitter: https://twitter.com/MikeMalatesta Grab a copy of Owner Shift: How Getting Selfish Got Me Unstuck at https://www.amazon.com/Owner-Shift-Getting-Selfish-Unstuck/dp/1544523912/ Show notes: [2:15] What was it like for Mike to sell his 2nd company [6:32] Why was it important to him to bring up the next generation and teach them? [8:56] Which one of the sales of his companies was more rewarding for Mike? [11:49] Mike's new book: Owner Shift [14:58] What does Owner Shift mean? [23:22] Breakdown or take a break [29:13] On his podcast's success [32:17] How writing the book changed his way of thinking [36:11] Mike's biggest financial goal moving forward [37:34] Where to pick up a copy of Mike's book, Owner Shift Connect with Bill Bloom Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
While some people see a person who likes to try out different things as indecisive, some see them as neophiles, pioneers, or just someone trying to find something they'll love doing, just like Scott Becker. In this episode of The Retire As You Desire podcast, host Bill Bloom sits down with the Founder and Publisher of Beckers Healthcare and Beckers Hospital Review. They talked about how Scott got to where he is now by pioneering on different fronts: a CPA, Author, Podcaster, and a Corporate Lawyer in Healthcare. Scott also shares a powerful insight for people who are in their journey of seeking greatness: find what you love to do and invest in yourself. Scott Becker previously served on the McGuireWoods LLP Board of Partners and served for nearly 15 years as chairman of the firm's national Healthcare department. McGuireWoods has one of the best-regarded healthcare practices in the world. Scott is the Founder and the Publisher of Beckers Healthcare and Beckers Hospital Review and its related events and publications. He remains the Publisher and Chief Content Officer of Beckers HealthCare. Scott also produces the Becker Group Business News, the Becker Private Equity Podcast, and the Becker Business Podcast. Mr. Becker is a Harvard Law School Graduate and a University of Illinois undergraduate business school graduate in Finance and Accounting. He is also the author of four books and a CPA. You can reach Scott at: LinkedIn: https://www.linkedin.com/in/scottbeckermw/ Twitter: https://twitter.com/becker_sbecker Show notes: [2:02] How Scott got started in Medical Law in his career [4:01] The most satisfying part of being in the fields of healthcare and law for a long time [7:04] What made Scott start his two podcasts? [10:43] How important is it for people to invest in themselves? [13:35] What has been a good indicator for Scott to know whether to step away from something or double down on it? [17:43] Growth in curiosity [18:54] What does money mean to Scott? [23:18] Where to find Scott Connect with Bill Bloom Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
It's always nice to have some extra cash. The trouble is: knowing where to invest it. The truth is that most people need help deciding what to do with their money — especially entrepreneurs. Today's guest, Bill Bloom , President, Bloom Financial Company , is on a mission to help entrepreneurs better invest their dollars to maximize their success. In this episode, we discuss: Why people need help investing What to look for in an advisor How Bill's latest venture will provide sound financial advice at scale You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here. Listening on a desktop & can't see the links? Just search for Banking on Digital Growth in your favorite podcast player.
From a spoiled childhood to sailing and learning how to manage money on your own. Join me to talk about the journey of Bill Bloom, grab pen and paper because there are so many gold nuggets on this episode, we'll chat about clarity, business success, finding a "who" and not a "how" and what the whole "Retire as you desire" experience is about. Let's go! (3:20) Learning your way around money (10:20) Losing it all and investing afterward (12:50 )Misconceptions around successful businesses (21:28) Retire as you desire (27:45) Clarity (32:00) living in the gap (41:00) biggest mistakes and best practices in financials "Action creates clarity, not planing" "When you're comfortable, that's part of the problem" "Get a piece of paper, grab a cup of coffee, and a pen. Start there. Start writing down what you want." About Bill: Bill Bloom is a family man, author, sailor, and business owner. Bill loves reading books about life, business, and the mind. He has also is an avid sailboat racer out of Chicago, IL. Retire As You Desire is the motto for Bill’s financial services practice and spends his time creating lifetime income plans for his clients. RESOURCES: *Mastermind: https://thesavannahhamiltonshow.com/experiences * Connect with Savannah on Instagram: https://www.instagram.com/savannahmhamilton/ * Connect with Anthony on Instagram: https://www.instagram.com/tadin13/ JOIN US ON OUR NEXT EXPERIENCE in San Miguel de Allende, Mexico. https://www.thesavannahhamiltonshow.com/experiences
Bill Bloom- Family Man, Money Man, Sailor and Abundant Thinker. bloomfinancialco.com
Bill Bloom is a Retirement Income Certified Professional and the Founder of Bloom Financial, a company that helps people “Retire As You Desire™” and live the lifestyle that they have always dreamed of in retirement. He is also a published author, having published two books with a third book to be released in the near future. Bill is focused on making the retirement process fun and works with clients to craft personalized retirement income plans, where he helps individuals, couples and business owners to create lifetime income streams from their investments. Outside of work, Bill loves reading books, playing and watching soccer, sailing, and most importantly, spending time with my wife and son. In this episode, Bill and I talk about the value and importance of mentorship, hiring an engaged and aligned team, and some of the biggest misconceptions people have about retirement planning. Find more about Bill here: www.bloomfinancialco.com www.retireasyoudesirescorecard.com https://www.linkedin.com/in/bloomfinancial Find out more about the show here: www.PaidToBeMePodcast.com Find out more about Hayden here: www.HaydenHumphrey.com
Today on the Book More Show, we've got a great episode because I had the opportunity to talk with Bill Bloom. Bill's a financial advisor from Chicago, and if you've been listening for any time to the show, you've probably heard me talk about Bill because he's created some great example of books that really resonate. He's an example always springs to mind. We've known Bill for a long time. He wrote his first book with us 'The Yachters Guide to Early Retirement' a couple of years ago. It's a book that dials in on a niche that he's engaged with, and it really opened some doors to speaking engagements which continue to this day. His second book is called 'Retire As You Desire' and what a name that it is! It really resonates with people. It rolls off the tongue, there's something humorous about it, it sticks in your mind, but also, more importantly, it delivers on a promise. It does what it says on the tin. It gives the indication of an outcome, of a better solution, and it's the perfect way of getting people to raise their hand. Once they've raised their hand, his funnel then leads them into a meeting opportunity because he regularly now runs Retire As You Desire workshops in his local area. I'm very excited to be able to share with you. There are a lot of take away's and ideas for you here. Links: Show notes: 90minutebooks.com/podcast/083 Titles & Outline Workshops: 90MinuteBooks.com/Workshops Ready to get started: 90MinuteBooks.com Interview Shows: 90-Minute Books Author Interviews Questions/Feedback: Send us an email Extra Credit Listening: MoreCheeseLessWhiskers.com
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